Beware direct insurance reliance

Direct life insurance, taken online from a TV ad, may be convenient - but can you rely on it to provide protection when needed? We look at a range of issues that influence people's decisions in relation to protecting their financial well-being from risks of ill health, accident - and even death; and highlight some of the reasons to beware direct insurance reliance that is not well founded. (As suggested in [...]

By |2021-01-21T15:05:19+10:00September 17, 2014|Risk Insurance Strategies|0 Comments

Financial Advice matters

- The Future of Financial Advice (FoFA) The level of attention that government has paid to the financial planning industry in the years following the exposure of unacceptable practices within the industry, clearly shows that financial advice matters. The most important matter that the regulations now in place address, is the fiduciary duty owed by the financial adviser to their clients. Whilst others might well join the chorus, we have always [...]

By |2021-01-18T18:05:50+10:00June 20, 2013|General|0 Comments

Real value of advice

The government has legislated several changes to the practices and processes of the financial planning industry. The next sign of these that you will see directly from us is the Fee Disclosure Statement (FDS). This is due to be issued to clients who have engaged their financial planner under a service package/ payment arrangement whose next anniversary falls after 30 June 2013.

By |2020-06-29T14:50:29+10:00May 28, 2013|General|0 Comments
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